+250.4%
ROIV vs LCID
-97.6%
+348.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.3% |
| 7D | +0.6% | -6.6% | +7.2% | +1.5% |
| 30D | +1.0% | -30.1% | +31.1% | +5.5% |
| 3M | +18.3% | -17.6% | +35.9% | +18.3% |
| 6M | +18.3% | -54.4% | +72.8% | +27.6% |
| YTD | +61.0% | -55.7% | +116.7% | +73.5% |
| 1Y | +177.9% | -71.0% | +248.9% | +214.5% |
| 3Y | +199.1% | -92.6% | +291.7% | +281.7% |
| All | +250.4% | -97.6% | +348.0% | +395.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling